Riverdale Country School Defined Contribution Retirement Plan — Form 5500 plan (Riverdale Country School, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Riverdale Country School Defined Contribution Retirement Plan is a benefit plan reported by Riverdale Country School, Inc. under EIN 13-1740483 and plan number 003. The latest loaded filing year is 2023. The filing reports 761 participants and $71,743,765 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riverdale Country School, Inc.
EIN
13-1740483
Plan number
003
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
761
End-of-year plan assets
$71,743,765

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023761H, C20241015134827NAL0016525891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,743,765
Total liabilities (EOY)
$0
Net assets (EOY)
$71,743,765
Net assets (BOY)
$62,905,032

Income & contributions

Employer contributions
$3,162,786
Participant contributions
$0
Total contributions
$3,162,786
Total income / additions
$12,521,270

Expenses & distributions

Benefits paid
$3,548,325
Administrative expenses
$134,212
Total expenses
$3,682,537
Net increase / (decrease)
$8,838,733

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis, Llpnot reported in the loaded dataset$43,050not reported in the loaded dataset2023
Resources Investment Advisers, Inc.not reported in the loaded dataset$34,816not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$5,634$02023

Related Form 5500 pages